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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,214 | $112,729-4.0% | $98,716+9.6% | $137,256-21.2% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 8.07% | 38.48%-30.4pp | 31.81%-23.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,502 | $2,725-44.9% | $2,279-34.1% | $4,156-63.9% |
| Participant deferral / active EE | $7,832 | $4,640+68.8% | $4,048+93.5% | $6,407+22.3% |
| Admin fee / account holder | $4,805 | $10,129-52.6% | $8,703-44.8% | $12,270-60.8% |